Pines Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 2037426
SOUTHERN PINES, NC
Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$439,844
+$79,243 QoQ
Shares Held
3,215
+16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,184
of 1,972 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pines Wealth Management, LLC holds $3,699,559 across 4 Utilities - Regulated Electric names. AEP ranks #3 (11.9% of the industry book) .
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,844 | 3,215 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $360,601 | 2,751 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $370,491 | 3,213 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $361,462 | 3,213 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $340,540 | 3,282 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $358,624 | 3,282 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $299,194 | 3,244 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||